| 8/27/2025 | Orion Porfolio Solutions LLC | 5,804 | $266K | 0.0% | N/A | 0.016% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 10,987 | $503K | 0.0% | N/A | 0.030% | |
| 8/19/2025 | Advisory Services Network LLC | 8,452 | $396K | 0.0% | -27.9% | 0.023% | |
| 8/19/2025 | Delos Wealth Advisors LLC | 49,921 | $2.29M | 1.8% | -5.9% | 0.134% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 4,245 | $194K | 0.0% | -10.1% | 0.011% | |
| 8/18/2025 | Pacific Center for Financial Services | 23,201 | $1.06M | 0.3% | -2.3% | 0.062% | |
| 8/15/2025 | Global View Capital Management LLC | 202,995 | $9.29M | 3.0% | N/A | 0.546% | |
| 8/15/2025 | Corient Private Wealth LLC | 66,359 | $3.04M | 0.0% | +2.8% | 0.179% | |
| 8/15/2025 | Captrust Financial Advisors | 164,900 | $7.55M | 0.0% | -7.1% | 0.444% | |
| 8/15/2025 | Truefg LLC | 5,964 | $273K | 0.1% | N/A | 0.016% | |
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| 8/15/2025 | Snowden Capital Advisors LLC | 37,716 | $1.73M | 0.1% | -3.7% | 0.101% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 5,804 | $266K | 0.0% | N/A | 0.016% | |
| 8/15/2025 | EP Wealth Advisors LLC | 4,167 | $191K | 0.0% | -10.7% | 0.011% | |
| 8/15/2025 | BNP Paribas Financial Markets | 177,534 | $8.13M | 0.0% | -66.0% | 0.478% | |
| 8/15/2025 | Bank of America Corp DE | 931,077 | $42.62M | 0.0% | -7.9% | 2.505% | |
| 8/15/2025 | Ameriprise Financial Inc. | 93,144 | $4.26M | 0.0% | -4.2% | 0.251% | |
| 8/14/2025 | Raymond James Financial Inc. | 650,564 | $29.78M | 0.0% | -15.8% | 1.750% | |
| 8/14/2025 | Quantinno Capital Management LP | 14,999 | $687K | 0.0% | N/A | 0.040% | |
| 8/14/2025 | Diversify Advisory Services LLC | 10,080 | $471K | 0.0% | N/A | 0.027% | |
| 8/14/2025 | NewEdge Advisors LLC | 49,303 | $2.26M | 0.0% | -0.8% | 0.133% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 18,881 | $864K | 0.0% | -66.1% | 0.051% | |
| 8/13/2025 | Victory Financial Group LLC | 46,885 | $2.15M | 0.3% | -1.6% | 0.126% | |
| 8/13/2025 | Avestar Capital LLC | 8,425 | $386K | 0.0% | N/A | 0.023% | |
| 8/13/2025 | Baird Financial Group Inc. | 5,520 | $253K | 0.0% | -79.5% | 0.015% | |
| 8/13/2025 | Plan Group Financial LLC | 149,148 | $6.83M | 2.2% | -33.3% | 0.401% | |
| 8/13/2025 | Lido Advisors LLC | 13,304 | $609K | 0.0% | +35.1% | 0.036% | |
| 8/13/2025 | Hsbc Holdings PLC | 231,290 | $10.59M | 0.0% | N/A | 0.622% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 8,359 | $383K | 0.0% | +23.7% | 0.022% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 27,632 | $1.27M | 0.0% | +143.7% | 0.074% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 14,087 | $645K | 0.0% | -10.7% | 0.038% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 175,084 | $8.01M | 0.1% | -2.3% | 0.471% | |
| 8/12/2025 | Shakespeare Wealth Management LLC | 69,347 | $3.17M | 0.8% | -3.0% | 0.187% | |
| 8/12/2025 | Tableaux LLC | 56,471 | $2.59M | 0.2% | N/A | 0.152% | |
| 8/12/2025 | JPMorgan Chase & Co. | 347,785 | $15.92M | 0.0% | +64.0% | 0.936% | |
| 8/12/2025 | Auxano Advisors LLC | 182,712 | $8.36M | 2.0% | -1.7% | 0.492% | |
| 8/11/2025 | TRUE Private Wealth Advisors | 15,303 | $700K | 0.1% | N/A | 0.041% | |
| 8/11/2025 | Purus Wealth Management LLC | 4,410 | $202K | 0.1% | N/A | 0.012% | |
| 8/11/2025 | PAX Financial Group LLC | 25,428 | $1.16M | 0.2% | -38.2% | 0.069% | |
| 8/11/2025 | Western Wealth Management LLC | 17,123 | $784K | 0.0% | -4.6% | 0.046% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 43,495 | $1.99M | 0.0% | -0.6% | 0.117% | |
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| 8/8/2025 | Avantax Advisory Services Inc. | 147,787 | $6.76M | 0.0% | -0.6% | 0.398% | |
| 8/8/2025 | Cetera Investment Advisers | 22,420 | $1.03M | 0.0% | -1.4% | 0.060% | |
| 8/8/2025 | Creative Planning | 350,189 | $16.03M | 0.0% | +2.8% | 0.944% | |
| 8/8/2025 | Charter Research & Investment Group Inc. | 7,268 | $333K | 0.2% | +11.5% | 0.020% | |
| 8/8/2025 | Advyzon Investment Management LLC | 50,115 | $2.29M | 0.5% | N/A | 0.135% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 590,370 | $27.88M | 4.1% | -0.6% | 1.591% | |
| 8/7/2025 | PFG Advisors | 61,889 | $2.83M | 0.1% | +29.3% | 0.167% | |
| 8/6/2025 | Prospera Financial Services Inc | 46,122 | $2.11M | 0.0% | -8.2% | 0.124% | |
| 8/6/2025 | AE Wealth Management LLC | 3,367 | $154K | 0.0% | +40.9% | 0.009% | |
| 8/6/2025 | Reston Wealth Management LLC | 40,095 | $1.84M | 0.6% | -7.7% | 0.108% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 5,090 | $233K | 0.0% | N/A | 0.014% | |
| 8/5/2025 | Burney Co. | 5,165 | $236K | 0.0% | N/A | 0.014% | |
| 8/5/2025 | Sigma Planning Corp | 22,145 | $1.01M | 0.0% | -30.0% | 0.060% | |
| 8/5/2025 | Mission Wealth Management LP | 4,905 | $224K | 0.0% | N/A | 0.013% | |
| 8/4/2025 | Spire Wealth Management | 5,316 | $243K | 0.0% | +34.0% | 0.014% | |
| 8/4/2025 | Hantz Financial Services Inc. | 1,100 | $50K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | Arkadios Wealth Advisors | 232,882 | $10.66M | 0.3% | +4.0% | 0.628% | |
| 8/1/2025 | Capital Investment Counsel LLC | 5,693 | $261K | 0.0% | N/A | 0.015% | |
| 8/1/2025 | Penobscot Wealth Management | 14,856 | $680K | 0.2% | -3.4% | 0.040% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,726 | $674K | 0.0% | -8.7% | 0.040% | |
| 7/30/2025 | Gimbal Financial | 349,765 | $16.01M | 9.8% | N/A | 0.942% | |
| 7/29/2025 | Rodgers & Associates LTD | 14,170 | $649K | 0.1% | -7.5% | 0.038% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 4,649 | $213K | 0.0% | N/A | 0.013% | |
| 7/28/2025 | Mutual Advisors LLC | 17,196 | $816K | 0.0% | -5.8% | 0.046% | |
| 7/28/2025 | Harbour Investments Inc. | 3,400 | $156K | 0.0% | -86.3% | 0.009% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 244,231 | $11.18M | 1.2% | -5.2% | 0.658% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 5,435 | $249K | 0.1% | -17.4% | 0.015% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 63,909 | $2.93M | 0.6% | -53.4% | 0.172% | |
| 7/25/2025 | SPC Financial Inc. | 30,870 | $1.41M | 0.1% | -8.7% | 0.083% | |
| 7/25/2025 | CWM LLC | 32,816 | $1.50M | 0.0% | +6.8% | 0.088% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,611 | $211K | 0.0% | N/A | 0.012% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 9,119 | $417K | 0.0% | N/A | 0.025% | |
| 7/24/2025 | IFP Advisors Inc | 5,838 | $267K | 0.0% | -90.6% | 0.016% | |
| 7/24/2025 | Financial Security Advisor Inc. | 704,460 | $32.24M | 7.4% | -1.4% | 1.898% | |
| 7/24/2025 | Blair William & Co. IL | 11,618 | $532K | 0.0% | -2.8% | 0.031% | |
| 7/24/2025 | US Bancorp DE | 25,020 | $1.15M | 0.0% | +1.7% | 0.068% | |
| 7/22/2025 | Belpointe Asset Management LLC | 42,658 | $1.95M | 0.1% | +318.3% | 0.115% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 4,484 | $205K | 0.0% | N/A | 0.012% | |
| 7/22/2025 | DAVENPORT & Co LLC | 13,345 | $611K | 0.0% | +145.1% | 0.036% | |
| 7/22/2025 | Berger Financial Group Inc | 31,933 | $1.46M | 0.1% | -1.9% | 0.086% | |
| 7/22/2025 | Willner & Heller LLC | 14,792 | $677K | 0.6% | -5.2% | 0.040% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,960 | $135K | 0.0% | -66.8% | 0.008% | |
| 7/18/2025 | Truist Financial Corp | 33,663 | $1.54M | 0.0% | +9.9% | 0.091% | |
| 7/17/2025 | XML Financial LLC | 51,597 | $2.36M | 0.2% | +3.4% | 0.139% | |
| 7/17/2025 | G&S Capital LLC | 17,768 | $813K | 0.3% | +7.6% | 0.048% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 264,503 | $12.11M | 0.0% | +0.3% | 0.715% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 42,149 | $1.93M | 0.5% | -73.7% | 0.114% | |
| 7/16/2025 | Perigon Wealth Management LLC | 15,255 | $698K | 0.0% | -23.3% | 0.041% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 4,805 | $220K | 0.2% | N/A | 0.013% | |
| 7/15/2025 | Marquette Asset Management LLC | 715,226 | $32.74M | 5.5% | -1.3% | 1.934% | |
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| 7/15/2025 | Forte Capital LLC ADV | 40,253 | $1.84M | 0.2% | -9.7% | 0.109% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,555 | $300K | 0.0% | -36.5% | 0.018% | |
| 7/11/2025 | Trinity Wealth Management LLC | 142,004 | $6.50M | 2.6% | +333.6% | 0.388% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 134,641 | $6.24M | 0.0% | +0.7% | 0.368% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 31,521 | $1.44M | 0.2% | +79.4% | 0.086% | |
| 7/9/2025 | Wolff Financial Management LLC | 109,122 | $5.00M | 1.3% | -1.3% | 0.298% | |
| 7/9/2025 | Beacon Financial Group | 27,657 | $1.27M | 0.1% | +7.4% | 0.076% | |
| 7/7/2025 | Investors Research Corp | 18,636 | $853K | 0.2% | -57.3% | 0.051% | |
| 6/2/2025 | Modern Wealth Management LLC | 7,189 | $275K | 0.0% | N/A | 0.020% | |
| 5/20/2025 | Belpointe Asset Management LLC | 10,199 | $390K | 0.0% | -6.1% | 0.028% | |
